Keep the plan close.
And the work moving.
Agile at heart. Flexible in practice. Connect the roadmap, the backlog,
and every issue in between—with a workflow that belongs to your team.
One project. Every perspective. The same work, from the big picture to the smallest detail.
The same work.
A clearer way to see it.
Follow the flow on a kanban board or scan a compact list. Change the grouping to answer a different question: what’s blocked, who’s carrying it, or what should move next.
To Do3
In Progress2
Code Review2
Done2
Board or list. Your call.
Follow work through columns or scan the same issues in a compact list. For larger views, use the navigation button beside the Board/List selector to open a minimap or jump to a group.
Four ways to group.
Group by status, assignee, issue type, or priority. See the handoff, the owner, the kind of work, or the urgency without rebuilding the plan.
The sprint you need.
Choose an active, upcoming, or completed sprint. Keep the board focused on a commitment, or look back at how earlier work finished.
Focus without losing context.
Search the board, jump to My Issues, and combine priority, type, and assignee filters. Clear them when it is time to see the whole team again.
Move work in place.
Drag between groups to update the relevant status, owner, type, or priority. Status changes are checked against the workflow attached to the issue type.
Details within reach.
Change type, assignee, priority, or due date on the card. See the issue key and points, then open the full issue whenever the conversation needs more room.
View, grouping, sorting, and project filter preferences help you return to a useful perspective.
Keep today’s work
connected to what’s next.
Use your project’s issue types, with or without epics. Place standalone issues and parent-child work on one timeline, then make the schedule reflect how the project is actually unfolding.
Drag an issue bar to move it, or its edges to resize. Pick up an unscheduled pill and drop it on a date, or drag across an empty row to choose a range. Escape cancels. On a focused bar, arrow keys move one day; Shift and arrow moves a week. E edits dates and Enter opens the issue.
A hierarchy you can read.
Expand any parent issue to see its children. Standalone work has its own place, with issue types and status still visible.
Dates you can shape.
Move a timeline bar to shift its schedule. Resize either edge, pick up an unscheduled issue to place it on the timeline, or enter exact dates.
Progress with context.
See completed and in-progress work alongside issue types and completion counts. Open the underlying issue directly from its row.
A clear project perspective.
Start with the current project selected. Clear the project filter to see accessible projects in labeled groups. Search issues, filter by status, and choose a day, week, month, or quarter scale.

The date is a decision.
Keep the work behind it visible.
Roadmaps and sprints answer different questions. Use the timeline for the wider schedule and the sprint for the next commitment. Every view leads back to the issue.
Agile at the foundation.
Your language on top.
Start with epics, stories, tasks, bugs, and subtasks. An issue is the unit of work—not a restriction on what your team can do. Custom issue types and their own workflows let the structure reflect your process.
Give every new member a clear place to start
A small welcome checklist that helps new members reach their first useful moment in Leera.
What we’re building
Show a three-step checklist after someone joins a workspace. Guide them to complete their profile, explore their team’s project, and create their first issue.
Keep progress between sessions. Members should be able to dismiss the checklist once they know their way around.
Acceptance criteria
- Completed steps remain checked after refresh.
- Each step links to the right place in the workspace.
- The checklist works with a keyboard and screen reader.
- Dismissed checklists stay hidden for that member.
Alex Morgan changed status from To do to In progressToday at 10:18 AM
Sam Chen linked dependency LE-124Today at 10:12 AM
Jordan Taylor added this issue to Sprint 12Yesterday at 3:42 PM
Jordan Taylor created this issueSep 7 at 9:15 AM
A useful issue is more than a title.
Put the problem, expected outcome, acceptance criteria, files, and references into a rich description. Add an owner, reporter, priority, points, dates, tags, and sprint so the work arrives with context.
Flexible types. Meaningful defaults.
The agile types give a new project a starting structure. Give each type its own name, icon, workflow, and default estimates. Choose from a consistent vector icon library in project settings to make sales opportunities, design reviews, and other work easy to recognize.
A relationship is part of the plan.
Link work that blocks, depends on, duplicates, or relates to another issue. Break larger work into child tickets and keep their status, priority, and owner visible from the parent.
The discussion stays with the decision.
Comment and mention teammates where the work lives. Follow field changes in activity history, share a direct issue or comment link, and return to the reasoning behind the latest status.
Big ambition.
Workable next steps.
Ask leera AI for suggested subtasks. Edit the titles, choose the useful pieces, and review what will become part of the parent issue. Use AI Assist in comments when the next reply needs the issue and its discussion.
You choose what becomes work. AI features require a configured provider.
A place for every possibility.
A plan for the next few weeks.
Keep future work in the backlog. Pull the right issues into a sprint, review the estimates, and give the team a clear commitment. The rest stays visible without getting in the way.
Backlog
7 issues across 2 sprints and your backlogRefine before you commit.
Search and filter the backlog by priority, type, and assignee. Create issues inline and update their details while the planning discussion is still fresh.
Plan in the same workspace.
Create a sprint, give it a name and dates, and move issues between the backlog and sprint. Counts and total story points keep the selected scope visible.
Review unfinished work deliberately.
Review what remains open and decide whether to finish it, return it to the backlog, or move it into another sprint. Work does not carry forward automatically.
Tune the details in place.
Edit sprint names and dates, adjust issue owners and priorities, and connect issues to epics. Expand a sprint for the details or collapse it for an overview.
Choose the next commitment.
Keep planned work separate from the active sprint. Review upcoming scope and move issues as priorities change, with the backlog always available.
Leave room for continuous flow.
Sprints are a planning choice. Teams can work from the kanban board and issue list when a continuous rhythm fits the project better.

Choose the next commitment.
Keep the rest within reach.
Bring the selected issues into one sprint and review their estimates together. Future work stays in the backlog. Review unfinished issues and choose what should continue, so the next commitment is a deliberate choice.
- 01
Refine
Clarify the work and estimate the effort.
- 02
Plan
Choose the scope and set sprint dates.
- 03
Focus
Keep the chosen scope and owners visible.
- 04
Review
Decide what is finished and what comes next.
A bug isn’t a story.
Its workflow needn’t be, either.
Connect a workflow to an issue type. Give a bug a triage step, a task a review, and a story its own path to completion. The allowed next steps travel with the type of work.
Task workflow
A direct path for everyday work.
In Progress
Someone is working on it. Finish the task or return it to the queue.
- Category
- In Progress
- Final status
- No
- Complete task
- Return to queue
Workflows belong to types.
Each issue type links to a workflow. New projects start with separate simple flows for the default agile types, giving each kind of work room to evolve.
Statuses carry meaning.
Name and order the stages, define the available next transitions, and identify started and completed states. A final status is more than another column label.
Transitions guide the next move.
The issue detail offers the next statuses allowed by its type’s workflow. The status engine validates a move and updates started or done state as work progresses.
Flexible structure. Clear boundaries.
Each issue type follows its own workflow. Issue types and workflow stages are edited in project settings and saved to the project. Choose an icon for each kind of work, or reset it to the default. New projects start from a template that fits the team.

Keep the method.
Make room for your needs.
Use the familiar epic, story, and subtask structure when it helps. Model the work around your team’s vocabulary and connect the right workflow to each type, rather than forcing every request through the same stages.
The small things
are part of the big picture.
Planning is also the filters you reach for, the mention that unblocks a decision, and the history that explains a change. Here is what sits around the board and the sprint.
The issue, in detail
- Rich descriptions
- Format a clear brief with headings, lists, links, images, and attachments. Keep requirements and acceptance criteria beside the work.
- Ownership & reporting
- Assign a teammate or leave an issue unassigned. Keep the reporter visible and return to the people behind the work.
- Dates & estimates
- Set start and due dates. Choose a story-point preset or enter your own estimate; update it as the scope becomes clearer.
- Tags & skills
- Add project tags and skill requirements. Tags use shared colors and can also be used on test cases.
- Issue actions
- Copy the issue key, direct link, or a branch name. Duplicate an issue, share it by email, or remove work that no longer belongs.
Find the right work
- Search & filter
- Search issues by title or key and combine status, priority, assignee, sprint, issue-type, and story-point filters. Narrow the set without leaving the list.
- Dates at a glance
- See due dates beside each issue and change them directly in the list. Pick an exact date, use a quick date option, or clear a deadline when plans change.
- Your work, quickly
- Use My Issues and the active-sprint shortcut to focus the list. Keep status and ownership in view while reviewing the work.
- Inline changes
- Edit type, status, priority, owner, and due date directly in the list. Expand an issue row to update its sprint and points, or see its skills. Select multiple issues for bulk deletion.
- Remembered preferences
- Keep useful filters and view preferences between visits. Preferences are scoped to the relevant project, workspace, or member; these are not shared named views.
Keep the conversation close
- Comments & mentions
- Write rich-text comments, mention teammates, and return to a specific comment through its direct link. Edit or delete your own comments.
- An activity history
- See which field changed, its earlier and current value, who changed it, and when. Follow the decisions as well as the outcome.
- AI inside the discussion
- Draft a reply, summarize a discussion, pull out next steps, or thank the team. Review the suggestion before adding it to your comment.
- Live updates
- Keep issue details and planning views up to date as project activity arrives. Changes stay attached to their original issue.
- Relationships & coverage
- Connect blocking, related, duplicate, and dependent issues. Keep child work and linked test cases accessible from the issue.
The project around the plan
- A project summary
- See completion, status counts, current and upcoming sprints, priority or type breakdowns, team workload, epic progress, and recent activity.
- People & access
- Manage project membership and roles. Keep responsibilities clear and give the right people access to the project.
- Multiple projects
- Switch project context from Planner navigation. Move between Summary, Roadmap, Backlog, Board, and Issues within the same workspace.
- Connected documents
- Keep briefs and project knowledge in the same workspace, with links back to the issues they explain.
- Connected testing
- Create or link test cases from the requirement. Move into QA for test plans, runs, execution, and release checks.
Read the Planner API reference (Preview)
Also in the product.
At different stages.
Some planning capabilities are available through the REST API (Preview) or are still being brought into the web experience.
- Sprint start & completion REST Preview
- The REST API (Preview) saves sprint status changes. Start and complete controls in the web backlog do not yet save those transitions. Review unfinished work explicitly; it is not moved into another sprint automatically.
- Worklogs REST Preview
- Record your own time, dates, and work details against an issue through the REST API (Preview). A web worklog entry interface is not currently available.
- Release versions REST Preview
- Read version information, including status and release dates, through the REST API (Preview). Full release management is not currently exposed in the web Planner.
- Project imports Coming soon
- The import screen lists planned sources including Jira, Trello, Asana, CSV, and JSON. Project imports are not available yet.
- Priority editor Preview
- The priority editor demonstrates configuration within a session. Changes in this web editor are not persisted.
The roadmap gives direction.
The details make it happen.

The practical details
More clarity. Before you begin.
Do we have to use sprints?+
No. Teams can work from a kanban board and issue list, then use sprints when a time-boxed planning rhythm is useful. Start with the views and statuses your team needs instead of recreating every part of an old process.
Can we import from Jira or Trello?+
Not yet. The web import screen lists Jira, Trello, Asana, CSV, and JSON as planned sources, but project imports are not currently available.
Is Planner only for software teams using agile?+
Planner starts with familiar agile types: Epic, Story, Task, Bug, and SubTask. Other templates set up types for client work, DevOps, support, marketing and sales instead, and teams can add or rename types, choose icons, change default estimates, and link each type to a workflow in project settings. Teams can use sprints or continuous kanban flow.
Can we choose icons for issue types?+
Yes. In project settings, edit an issue type to choose from a curated vector icon library. It covers sales, design, finance, construction, marketing, and other common business workflows, including New Business, Upsell, and Renewal. Saved choices appear beside those issue types in Planner. Reset the icon to return to its default; the familiar agile icons remain available. The library keeps icons consistent across workspaces and light and dark themes.
Can different issue types follow different workflows?+
Yes. Each issue type links to a workflow, and status changes are validated against the allowed transitions in that workflow. New projects start from a template (developer, simple, client agency, DevOps, support, marketing or sales) that sets up their issue types and workflows. People who can edit the project can add issue types and change workflow stages from project settings, and tickets in a removed stage are moved to another stage.
What is the difference between the board, backlog, and roadmap?+
The board shows how work is moving and can group it by status, owner, type, or priority. The backlog helps you refine future work and plan sprints. The roadmap shows standalone issues and parent-child work against dates across your project’s issue types. It starts with the current project selected; clear the project filter to see accessible projects in clearly labeled groups. Move or resize a date range, schedule work without dates, and use search, status filters, or a different time scale to focus the plan. All three lead back to the same issue and its context.
How do I navigate a large board or list?+
On large boards, open Board overview beside the Board/List selector to see a minimap of your horizontal position and jump across columns. On long grouped lists, Jump to group shows group names and issue counts, marks the current group, and lets you jump to another section or the top or bottom. A group jump closes the panel and preserves collapsed groups. Both controls reflect the current grouping and filters and appear only when the view is large enough to need them.
What happens to unfinished work when a sprint closes?+
Unfinished issues stay assigned to their sprint; they are not automatically moved to the backlog or another sprint. Review them and choose where they belong. The REST API (Preview) allows a sprint to be marked complete even when issues remain open, so do not rely on a completion gate.
Can we start and complete sprints from the web backlog?+
Sprint creation, names, dates, and issue assignment are available in the web backlog. Its start and complete controls do not yet save those status transitions. Persisted sprint status changes are available through the REST API (Preview).
Can I save and share a filtered view?+
Planner remembers relevant filters and view preferences between visits, scoped to the project, workspace, or member. The current web experience does not provide named, shareable saved views.
Where does AI help with planning?+
With a configured AI provider, you can review suggested subtasks for an issue and use AI Assist inside comments to draft replies, summarize discussions, or find next steps. You choose what to keep before turning suggestions into work or posting a comment.
Are worklogs and release versions available in the web Planner?+
The REST API (Preview) supports worklog entries and read-only release version data. A web worklog entry interface and full web release management are not currently available. The page marks these separately from the interactive planning features.
A clear plan.
Room for what comes next.
Bring the ideas, the issues, and the whole team into one connected workspace.







@Alex Morgan The preferences endpoint is ready. Progress is now saved per member, so we can pick this up in the checklist.
Perfect. I’ve linked the task above and added the accessibility checks before we move this to review.